Sunday, May 01, 2016

Monty Guild & Bill Murphy

April 29, 2016
Featured Guests:
Monty Guild & Bill Murphy

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Summary
  • Chris welcomes back Monty Guild of Guild Investment who sees solid signs in the commodities markets, in particular gold and crude oil.
  • Guild Investment is bullish on both sectors, due in part to expectations of future dollar weakness.
  • Their long-term viewpoint on gold is solidly bullish due to the need to payoff global debts through further currency debasement.
  • The massive economic engines of India and China will continue to absorb dwindling precious metals supply.
  • He expects oil and gold shares to benefit from the lower dollar theme. Brazil, Russia, and Canada are favorite investment nations.
  • The continuing economic theme of negative interest rates / QE is accelerating in Japan, amid unfavorable demographics.
  • Our guest is convinced that the failure of EU banks to follow their US colleagues and recapitalize following the 2008 economic emergency, could spark a new 2007-2008 style Credit Crisis in the next few years.
  • His finding is corroborated by friend of the show Boston University professor, Laurence Kotlikoff - the true domestic debt load is approaching $220 trillion.
  • A favorite equity includes biopharmaceutical Gilead Sciences (GILD).
  • Easy access to home loans in the US combined with the trend of immigration will continue to flood the real estate sector with capital.
  • For safety minded investors, Australia, Canada and the US are top on the Guild list of friendly nations, thanks to solid legal and accounting policies.
  • Bill Murphy from GATA.org returns with encouraging comments on the PMs sector, in particular his "Texas Hedging Scenario."
  • The smart money is simultaneously long silver futures and bullion, instead of the more typical physical hedging arrangement.
  • The net impact suggests the big players, such as the commercials who are heavily short amid dwindling bullion supply, could trigger a force majeure.
  • The remarkable resiliency following each selloff suggests evidence of a sustainable rally.
  • The discussion includes comments from Keith Neumeyer, CEO of First Majestic Silver.
  • The respected silver market executive was contacted by a major electronics manufacturer, seeking to replenish their dwindling stockpile of silver bullion.
  • If the predictions of CEO Neumeyer come to pass, the price of silver will make a zenith over $100 per ounce.
  • Bill Murphy adds that the yellow metal is trading at half of the fundamental value, representing an irresistible bargain for metals-minded aficionados.

    Show Host
    Chris Waltzek
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    Sunday, April 24, 2016

    Peter Grandich & Bob Hoye

    April 22, 2016
    Featured Guests:
    Peter Grandich & Bob Hoye

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    Summary:
    • Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors.
    • Bob outlines his latest forecasts for gold, silver their shares and the US stock indexes.
    • Just as the emotions of fear (nadirs) and greed (zeniths) still reign in the financial markets, little has changed in hundreds of years of monetary policy.
    • As it is today, so it was even in antiquity - policymakers debased their currencies, until all that remained was the base metal content.
    • The outcome is always the same, each nation / empire entered a protracted period of decline.
    • The discussion turns to the Reuters report, regarding the DB financial institution's confession of long-term silver fixing.
    • The major banker agreed to reveal several of its conspirator's in a settlement.
    • Bob Hoye's work indicates that during deflationary Great Crashes, since the 1600's, 80% of the time gold (real money) has yielded stunning returns.
    • Peter Grandich of Peter Grandich and Company rejoins the show with comments on US equities and the Precious Metals sector.
    • The precious metals sector could continue to shine this year amid increased global geopolitical tensions, as well as improved demand and limited supply.
    • Years of pessimism have increased the likelihood of solid gains in 2016. This fact is most evident from a technical perspective.
    • Each wave of selling is followed by an even stronger rally, suggestive that sellers have exhausted themselves, a plus for the bulls.
    • The guest / host agree that portfolio diversification with a heavier weight on the PMs sector is advisable.
    • He views the US shares market as somewhat ambiguities and bifurcated.
    • While corporate earnings have slowed, the engine of higher share prices, investors have discounted the odds of future Fed rate hikes.
    • Monetary policies are the central reason why US shares continue to tread water. By propping up economic conditions with near zero rates and buying up toxic debt, the slight of hands artificially boost GDP.
    • As a result, the pseudo-recovery has put the domestic economy in jeopardy.

      Show Host
      Chris Waltzek
      About Chris
      Contact Host:

      Please listen here:
      Dial-Up Real Audio
      MP3
      FAST Download:
      Highest Quality Download:
      Right Click Above and "Save Target As..." to download. To learn more about software needed to play the above formats, please visit the FAQ.

      NEW - Hotline - Q&A:
      1-206-666-5370
      http://silverinvestor.blogspot.com/